CRD: 307268
Vista Advisor Group, LLC
$314.6M Total AUM
$312.7M Disc. AUM
19.0% 3Y CAGR
5 Employees
698 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-14-2020
- Office Locations
- 1
Office Locations
2950 Buskirk Avenue Suite 350 Walnut Creek CA
About Vista Advisor Group, LLC
Vista Advisor Group, LLC is a Walnut Creek, CA registered investment adviser serving retail and institutional clients. The firm provides financial planning, insurance support, and portfolio construction, primarily investing via mutual funds and ETFs. Custody is through Charles Schwab, with planning and operations supported by eMoney and Broadridge.
Team overview
30 AVG AGE
$104.9M AVG AUM / ADVISOR
$450.8K AVG AUM / CLIENT
5.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
MICHAEL WILLIAM LAHL
Chief Compliance Officer, Managing Member
- CRD
- #5155603
- Ownership
- 25% but less than 50%
Available
Available
Available
WILLIAM ALAN LAHL
Financial Advisor, Founder, Managing Member
- CRD
- #2368622
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $312,731,359 | $455,877 |
| Non-Discretionary | $1,908,577 | $954,289 |
| Total | $314,639,936 | $457,325 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing